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Nalls Sherbakoff Group’s Resideo Technologies REZI Stock Holding History

Nalls Sherbakoff Group’s Portfolio REZI Stock Details REZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$433 Hold
23
– – ﹤0.01% 421
2023
Q3 		$364 Hold
23
– – ﹤0.01% 439
2023
Q2 		$369 Hold
23
– – ﹤0.01% 462
2023
Q1 		$410 Buy
+23
New +$416 ﹤0.01% 488
2018
Q4 		$0 Buy
+23
New +$491 ﹤0.01% 398

Other funds holding REZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nalls Sherbakoff Group's REZI Position: Q4 2023 in Review

Nalls Sherbakoff Group held its Resideo Technologies (REZI) position steady in Q4 2023 at 23 shares worth $433. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Nalls Sherbakoff Group first reported a position in REZI in Q4 2018 and has held it in 5 quarters since. 371 funds tracked by Wall St. Rank hold REZI as of Q4 2023.

  • Nalls Sherbakoff Group held 23 shares of Resideo Technologies worth $433 as of Q4 2023.
  • Nalls Sherbakoff Group left its Resideo Technologies share count unchanged in Q4 2023.
  • Resideo Technologies made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #421 holding.
  • Nalls Sherbakoff Group first reported a position in Resideo Technologies in Q4 2018 and has held it in 5 quarters since.
  • 371 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.